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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $425 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,676 | $81,474-26.8% | $133,956-55.5% | $73,488-18.8% |
| Participation rate | 71.2% | 76.4%-5.1pp | 79.8%-8.6pp | 70.7%+0.5pp |
| Annual return | 4.79% | 19.40%-14.6pp | 45.09%-40.3pp | 28.51%-23.7pp |
| Employer contribution / active EE | $336 | $2,209-84.8% | $3,919-91.4% | $2,270-85.2% |
| Participant deferral / active EE | $2,181 | $3,786-42.4% | $5,048-56.8% | $3,740-41.7% |
| Admin fee / account holder | $451 | $713-36.7% | $8,927-94.9% | $513-12.0% |